Committed and motivated Employee with exceptional customer service and decision making skills. Strong work ethics, professional demeanor and exceptional people skills
Overview
19
19
years of professional experience
Work History
Operations Associate 2 Investment Services
Ascensus Retirement Services
Dresher, PA
04.2024 - Current
Process critical transactions accurately and timely for payroll files.
Process critical transactions accurately and timely for census files.
Process incoming Rollover, Enrollment, and Contributions forms.
Pursue resolution of aged items with internal departments and service partners.
Research and resolve any issues that occur through the client and/or colleagues within the organization.
Operations Associate 1
Ascensus Retirement Services
Dresher, PA
07.2019 - 04.2024
Accurately and Efficiently index all documents for electronic delivery to all business units
Establishes new client ID numbers for New Business plans and Individual (K) plans
Handle and track all incoming hard copy checks
Prep and scan daily hard copy mail received into imaging system
Research and resolve comments or client requests as assigned
Sort incoming mail and deliver throughout the company
Vault Clerk-Shipping & Receiving
Shields Business Solutions Inc
Moorestown, NJ
01.2018 - 07.2019
Processing and verifying inbound and outbound liabilities using bill of ladings
Prepare outbound orders and replenishment for the next day routes
Unload/load armored vehicles
Scan all inbound liabilities into computerized system
Enter cash deposits into excel spreadsheets
Photocopy documents
Balance main vault
Assist vault manager with other duties
Office Services Associate
The Millennium Group Inc
Dresher, Pa
08.2016 - 12.2017
Utilize meter machines to add postage and prepare mail for delivery to the United States post office
Make timely collection of outgoing mail (letters, parcels, U.S. Postal, interdepartmental), using cart, flatbed or hand truck
Physically distribute mail and courier packages by cart, dolly or hand truck to and from various departments throughout the building
Prepare and process outbound courier shipments using computer or service provider's equipment such as UPS
Enter activity data in logs, maintain records
Scan accountable envelopes into computerized system
Photocopy documents
Ability to sort items into categories according to established methods
Administration Associate- Team Leader
EDM AMERICAS
Dresher, PA
08.2012 - 11.2015
Successfully trained staff in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results.
Processing incoming & outgoing mail, Prepping documents for scanning, Extracting documents from envelopes.
Scanning envelopes into computerized system, Assign and distribute work to employees, Documents Research, photocopy documents, Indexing and Processing incoming payments
Administration Associate Team Leader
PRUDENTIAL FINANCIAL
Dresher, PA
11.2005 - 08.2012
Processing incoming & outgoing mail, Prepping documents for scanning, Extracting documents from envelopes
Scanning envelopes into computerized system, Assign & distribute work to employees, Documents research, photocopy documents, Indexing and Processing incoming payments
training other employees on every job functions and procedures.